Creating a new legacy employment contract version
Use this process only for Legacy Employment Contracts.
- Select Administrator > Reports > Expiring Documents > Contracts.
- Open the row for the contract that requires revision.
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Select the Versions tab.
Note the name of the most recent version.
- Click Create.
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Complete these fields:
- Effective Date
- Version
- Provide a name for the version.
- Status
- Select a status for the version, typically Draft. Reviewers can update this version in the future and assign a status of Approved, Rejected, or Returned.
- Active
- Select the check box to cause the version to be displayed to the employee or others.
- Primary Version For Viewing
- Select the check box to indicate that the version should be the default display version when the contract is viewed by the employee or others.
- Comments
- Add information, for example about the source of changes.
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Click Save.
If the organization has set up routing, the version is sent for review.